The Watchman Group, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$450/hr

“Generally, these fees range from $500 to $10,000 on a fixed fee basis and/or $250 $450 on an hourly basis, depending upon the level and scope of the services and professional rendering the financial planning and/or consulting services.”

Flat or project fee

$500⁠-⁠$10,000

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How The Watchman Group, Inc. bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The annual fee shall be prorated and charged quarterly, in advance, based upon the market value of the assets on the last day of the previous quarter.”
• “Clients are billed in advance for each quarter.”
• “Management fees shall be prorated for each capital contribution and withdrawal made during the applicable quarter (with the exception of de minimis contributions and withdrawals).”

How The Watchman Group, Inc.’s fees compare

• Its hourly rate of $250-$450 spans the Texas median of $275. 69% of the 468 other Texas planners that publish an hourly rate charge less.
• 10 of the 15 other planners in Plano that publish an hourly rate charge less.
• Its flat or project fee of $500-$10,000 spans the Texas median of $3,850. 59% of the 401 other Texas planners that publish a flat or project fee charge less.
• 6 of the 13 other planners in Plano that publish a flat or project fee charge less.

About The Watchman Group, Inc.

• Firm size: 8 employees.
• Registered as an adviser: 2005 (21 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Charitable giving

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Minimum

$2,000,000 in assets (stated in brochure)

Clients

261

Employees

8

Works with

Individuals, high net worth individuals, charities, and other investment advisers

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$639,740,168

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

133690

Website

watchmangroup.com (opens in new tab)

Phone

(469) 241-0122

Can advise clients in 9 states: California, Colorado, Florida, Georgia, Louisiana, North Carolina, New Hampshire, Texas, Virginia

Other planners in Plano that publish fees

• Astra Wealth Management GroupPlano$750/hr
• BDJ Wealth Management LLCPlano$15,000/yr
• Crescent Investment Solutions LLCPlano$500/yr
• Crestway Advisory GroupPlano$300/hr
• Gordon Oak Financial, LLCPlano$5,000⁠-⁠$10,000
• Insight Wealth PartnersPlano$2,500

Compare all 39 planners in Plano